Before adding a business partner, search by name, tax identifier, email or phone. Application narrows to the selected origin. The same record may appear in Billing and Documents without being a duplicate. Editing the contact does not rewrite issued documents.
Supporting documents
- Verified business partner details: personal or company name, tax identifier where applicable, address and contact.
Find the business partner and complete the record
- Choose contact type and search existing records. Check other Application origins before adding a new record.
- Compare tax identifier and address. For similar names, open the record and check related documents.
- Adaugă un client, furnizor sau persoană fizică numai când contactul lipsește. Pentru o fișă existentă, folosește Editează și corectează datele permise. În aplicația de telefon, deschide Aplicații → Clienți, alege categoria și folosește Adaugă client, Adaugă furnizor sau Adaugă persoană. Pentru persoanele fizice, câmpul de identificare este CNP.
- Save and check the record. Before issuing a new document, recheck the business partner and details transferred to the form.
The correct business partner can be used in future operations while preserving existing document history.
Related resources
Practical example
Atelier U2 SRL and Atelier U2 Design SRL have similar names. Search the contract's tax identifier, check the registered office and update the phone only in the correct company's record.
Frequently asked questions and solutions
Two companies have almost the same name.
Compare tax identifiers, addresses and documents. Do not change one company's identity into the other's or create another record without checking existing origins.
I changed the address, but the old invoice shows the previous address.
Issued documents retain details from issuance. Check new details in a future draft. To correct an issued document, use its workflow in Billing.